Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADIX (COLUMBIA SELECT GLOBAL GROWTH FUND COLUMBIA SELECT GLOBAL GROWTH FUND CLASS R5) | NA | 30.28% | 15.68% | 11.75% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 01/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADIX (COLUMBIA SELECT GLOBAL GROWTH FUND COLUMBIA SELECT GLOBAL GROWTH FUND CLASS R5) | 01/09/2014 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 30.28 | 15.68 | 11.75 | NA | NA | NA | … | … | 22.06 | 36.97 | -14.42 | 34.00 | -5.75 | 1.38 | 4.70 |
| Sharpe Ratio | NA | 0.89 | 0.59 | 0.50 | NA | NA | NA | … | … | 1.06 | 2.04 | -0.69 | 3.32 | -0.33 | 0.09 | 0.37 |
| Standard Deviation(%) | NA | 33.15 | 24.85 | 21.85 | NA | NA | NA | … | … | 43.35 | 17.45 | 22.80 | 10.09 | 18.18 | 15.17 | 13.09 |
| Draw Down(%) | NA | 31.25 | 31.25 | 31.25 | NA | NA | NA | … | … | 31.25 | 9.53 | 30.08 | 4.78 | 19.98 | 12.90 | 9.05 |
| Yield(%) | 0.00 | 3.47 | 1.83 | 2.58 | 2.32 | 1.54 | 1.16 | … | … | 0.45 | 3.84 | 1.29 | 0.00 | 6.03 | 1.76 | 10.34 |
Data as of 07/10/2020, Common starting date is 01/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADIX (COLUMBIA SELECT GLOBAL GROWTH FUND COLUMBIA SELECT GLOBAL GROWTH FUND CLASS R5) |
2.51%
Feb 2014 – Feb 2017 |
4.27%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADIX (COLUMBIA SELECT GLOBAL GROWTH FUND COLUMBIA SELECT GLOBAL GROWTH FUND CLASS R5) |
16.24%
Dec 2016 – Dec 2019 |
10.46%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart